Eric Light is a registered investment advisor at HUB Investment Partners, LLC, based in Austin, TX, with 15 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,317 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
900 S. Capital of Tx Highway, Suite 350, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Eric is the owner of TK Clinic LLC, a therapy business, and a board member of Pickard Fulshear LLC, a holding company for raw land. He spends a few hours per week on TK Clinic LLC and minimal time on Pickard Fulshear LLC.
Employment History
Current Registrations
HUB Investment Partners, LLC
Previous Registrations
Tcg Advisors
Tcg Advisors, LP
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Government Securities INC.Broker
Banc of America Securities LLCBroker
State Registrations1 state
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